SCHWAB STRATEGIC TR's ticker is SCHX and the CUSIP is 808524201. A total of 27 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,263 | +17.4% | 5,519 | +21.5% | 0.24% | +15.7% |
| Q2 2023 | $237,863 | +7.8% | 4,542 | -0.4% | 0.21% | -0.5% |
| Q1 2023 | $220,613 | +7.3% | 4,561 | +0.1% | 0.21% | -2.8% |
| Q4 2022 | $205,694 | -0.1% | 4,556 | -1.0% | 0.22% | 0.0% |
| Q2 2022 | $206,000 | -16.9% | 4,602 | 0.0% | 0.22% | -8.1% |
| Q1 2022 | $248,000 | -5.3% | 4,602 | +100.0% | 0.24% | -6.7% |
| Q4 2021 | $262,000 | – | 2,301 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SAGE FINANCIAL GROUP INC | 3,819,634 | $307,977,000 | 50.39% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 983,264 | $79,163,000 | 42.04% |
| Adams Wealth Management | 595,440 | $48,010,000 | 37.38% |
| Pacific Edge Advisors, LLC | 724,241 | $58,396,000 | 33.62% |
| PIERSHALE FINANCIAL GROUP, INC. | 599,968 | $48,375,000 | 27.82% |
| BlueSky Wealth Advisors, LLC | 1,215,483 | $102,757,000 | 26.82% |
| Filbrandt Wealth Management, LLC | 424,616 | $34,237,000 | 26.80% |
| Campbell Wealth Management | 1,949,233 | $157,167,000 | 25.70% |
| Northwest Quadrant Wealth Management, LLC | 728,189 | $58,277,000 | 23.09% |
| EVERMAY WEALTH MANAGEMENT LLC | 1,075,701 | $86,734,000 | 21.30% |